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Helper IV
Helper IV

Keeping Data History in Power Bi



I am uploading an excel file to power bi monthly.  I am hoping I can keep the history each month in power bi, do you know of any resources or blogs that explain how to do this?



Community Support
Community Support

Hi @mmills2018 ,

Whether monthly excel file only include the data with "current" month? But you want to keep both the new data and history data in the file? If yes, you can refer the content in the following blogs to get it.

How to work with monthly Datasets?

Storing and using information from a dynamic data source using PBI desktop

Appending Historical Data to New Data with Dataflows

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Super User II
Super User II

Hey @mmills2018 ,


from my understanding you are asking for one of the most advanced topics with Power BI - incremental refresh. Unfortunately, your post basically does not contain any useful information, something like this:

  • is there one excel file for each month?
  • is there just one excel file, that only contains the change

For this reason, I recommend reading these articles:

Hopefully, you will find some information that helps to tackle your challenge.




Did I answer your question? Mark my post as a solution, this will help others!

Proud to be a Super User!
I accept Kudos 😉
Hamburg, Germany

Hi Tom - my post didn't contain any useful information because I don't know who to approach this, that is exactly why in my post I asked if somone could DIRECT me to any resources or blogs to read, but, hey thanks for the reply

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